Microsoft may have the first-mover advantage, but in five years, Alphabet could be the more valuable company...
Continue Reading(Updates with Oxylabs' response in fifth paragraph and latest Reddit stock movement in the last para...
Continue ReadingPryon, the pioneer in enterprise AI memory and retrieval-augmented generation (RAG) solutions, today announced the appointment of Hamsa Buvaraghan as SVP/Head of Product. This strategic hire signals Pryon's aggressive push to dominate the emerging AI memory space with groundbreaking innovations planned in 2026 and beyond...
Continue ReadingMicrosoft is updating its Copilot software, giving it a name and face...
Continue ReadingTensormesh uses an expanded form of KV caching to make inference loads as much as 10 times more efficient...
Continue ReadingBofA has bad news for consumers: "There is likely further upside ahead."...
Continue ReadingThe stock market has a new obsession this year, and it’s not just AI. Quantum computing stocks have had a rollicking 2025, becoming arguably the most explosive trades in recent memory. The industry that was once dismissed as science fiction is suddenly producing billion-dollar winners. For .....
Continue ReadingQuantum computing is gaining steam among Big Tech companies and drawing increased interest from Washington. Here's what the technology is and what it means for the future...
Continue ReadingAI bubble fears are clearly dominating the financial media right now. But I think the biggest bubble of them all could just be the 'AI bubble fears.' Read the full analysis here...
Continue Reading? This is an online version of Spencer's Markets A.M. newsletter. Data centers costing billions of dollars apiece are vital to the AI boom, and you’re probably helping to finance them indirectly through bond funds or by owning the shares of “hyperscalers” Microsoft, Meta, Alphabet and Amazon. It’s also possible to make a direct investment in data centers via real-estate investment trusts, but shares of the two big ones are down this year...
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